Syverson Strege & Co
DFSI icon

Syverson Strege & Co’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Syverson Strege & Co’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.95M Sell
43,095
-24
-0.1% -$1.11K 0.42% 27
2026
Q2 		$1.94M Sell
43,119
-1
-0% -$45 0.42% 29
2026
Q1 		$1.83M Sell
43,120
-594
-1% -$26.3K 0.44% 26
2025
Q4 		$1.87M Sell
43,714
-2,223
-5% -$92.6K 0.44% 26
2025
Q3 		$1.88M Sell
45,937
-988
-2% -$39.6K 0.45% 26
2025
Q2 		$1.85M Sell
46,925
-862
-2% -$32K 0.44% 27
2025
Q1 		$1.67M Buy
47,787
+4,446
+10% +$154K 0.54% 20
2024
Q4 		$1.42M Buy
43,341
+2,080
+5% +$70.8K 0.47% 19
2024
Q3 		$1.47M Buy
41,261
+2,021
+5% +$69.1K 0.49% 19
2024
Q2 		$1.29M Sell
39,240
-1,634
-4% -$54.4K 0.44% 22
2024
Q1 		$1.38M Buy
40,874
+383
+0.9% +$12.4K 0.5% 20
2023
Q4 		$1.3M Buy
+40,491
New +$1.19M 0.5% 20
2023
Q2 		– Sell
-1,254
Closed -$37.7K – 203
2023
Q1 		$37.7K Buy
1,254
+154
+14% +$4.54K 0.02% 144
2022
Q4 		$30.6K Buy
+1,100
New +$30.2K 0.01% 153

Other funds holding DFSI

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Syverson Strege & Co's DFSI Position: Q3 2026 in Review

Syverson Strege & Co reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.06% in Q3 2026, selling an estimated $1.11K and leaving 43,095 shares worth $1.95M. The position accounts for 0.42% of the portfolio, ranked #27.

Syverson Strege & Co first reported a position in DFSI in Q4 2022 and has held it in 14 quarters since. 162 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Syverson Strege & Co held 43,095 shares of Dimensional International Sustainability Core 1 ETF worth $1.95M as of Q3 2026.
  • Syverson Strege & Co sold 24 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $1.11K.
  • Dimensional International Sustainability Core 1 ETF made up 0.42% of Syverson Strege & Co's portfolio in Q3 2026, its #27 holding.
  • Syverson Strege & Co first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 14 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Syverson Strege & Co's 13F filing for Q3 2026, filed 2 Nov 2026.